Heritage Wealth Management, LLC Umb Financial Corp Transaction History

Heritage Wealth Management, LLC

  • $177 Million
  • Q2 2024

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 13, 2023
BUY
$77.66 - $91.26 $164,639 - $193,471
2,120 Added 120.39%
3,881 $324,000
Q3 2022

Nov 14, 2022
BUY
$84.29 - $98.81 $4,888 - $5,730
58 Added 3.41%
1,761 $148,000
Q2 2022

Aug 15, 2022
BUY
$82.1 - $97.61 $15,270 - $18,155
186 Added 12.26%
1,703 $146,000
Q1 2022

Aug 15, 2022
BUY
$95.24 - $111.41 $66,953 - $78,321
703 Added 86.36%
1,517 $147,000
Q3 2021

Nov 10, 2021
BUY
$84.93 - $98.65 $10,616 - $12,331
125 Added 18.14%
814 $79,000
Q2 2021

Aug 11, 2021
BUY
$88.57 - $99.55 $61,024 - $68,589
689 New
689 $64,000

Others Institutions Holding UMBF

# of Institutions
335
Shares Held
48.7M
Call Options Held
5.1K
Put Options Held
4.7K
View Full List

About UMB FINANCIAL CORP

UMBF Quotes by TradingView
  • Ticker UMBF
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 48,312,300
  • Market Cap $6.08B
  • Description
  • UMB Financial Corporation operates as the bank holding company for the UMB Bank that provides various banking and other financial services. The Commercial Banking segment provides commercial loans and credit card; commercial real estate financing; letters of credit; loan syndication, and consultative service; various business solutions including...
More about UMBF
Track This Portfolio

Track Heritage Wealth Management, LLC Portfolio

Follow Heritage Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email